BARNUM WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Serial Number
86798940
Registration Number
5103130
Word Mark
BARNUM WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2016-12-20
Filing Date
2015-10-26
Registration Number
5103130
Registration Date
2016-12-20
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2016-10-04
Attorney Name
Law Office Assigned Location Code
L30
Employee Name
BORSUK, ESTHER A
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
Advice relating to investments; Agencies in the field of bonds and other securities; Brokerage houses in the field of stocks, commodities, and futures; Brokerage of shares or stocks and other securities; Estate planning; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial forecasting; Financial investment in the field of securities; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial portfolio analysis services; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Individual retirement account services; Insurance agencies; Insurance agencies in the field of home, accident, life; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage in the field of home insurance, accident insurance; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Insurance services, namely, writing property and casualty insurance; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment management of and distribution of annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Security brokerage; Securities trading and investing services for others via the internet; Stock brokerage
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-10-29
Primary Code
036
First Use Anywhere Date
2008-05-01
First Use In Commerce Date
2008-05-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
01 - Individual
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Arthur G. Schaier
Address
Please log in with your Justia account to see this address.
Trademark Events
Event Date | Event Description |
2015-10-29 | NEW APPLICATION ENTERED IN TRAM |
2015-10-29 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2016-02-18 | ASSIGNED TO EXAMINER |
2016-02-24 | NON-FINAL ACTION WRITTEN |
2016-02-24 | NON-FINAL ACTION E-MAILED |
2016-02-24 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2016-08-22 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2016-08-22 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2016-08-22 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2016-08-23 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2016-08-24 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2016-09-14 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2016-10-04 | PUBLISHED FOR OPPOSITION |
2016-10-04 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2016-12-20 | REGISTERED-PRINCIPAL REGISTER |
2021-12-20 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2022-02-01 | TEAS SECTION 8 & 15 RECEIVED |